NEW FEATURE 

New “Same Day Welcome Call” Checkbox

We've added a new field, “Same Day Welcome Call” checkbox in the Applicant Tab, next to the Language field. 

Feature Details:

• Checkbox is selected by default.
• If checked, the value is "Yes".
• If unchecked, the value "Null".

Learn More:
"Same Day Welcome Call" Checkbox | logixx Help Center 

 NEW FEATURE 

3-Way Conference Call

We’ve introduced 3-Way Conference Calling, allowing users to seamlessly add a third party to an ongoing call. This feature supports both attended and unattended transfers to custom phone numbers or internal extensions.

This enhancement improves collaboration, making it easier to loop in team members or external contacts during live calls. 🚀

Learn More:
3-Way Conference Call | logixx Help Center 

 NEW FEATURE 

Favorite Numbers

We’ve introduced the Favorite Numbers feature, allowing organizations to manage a predefined list of frequently used numbers. This feature ensures quick access to important contacts directly within DIALogixx.

Key Features:

• Organization-Wide Management – Favorites are set at the admin level, not per user.
• Two Types of Favorite Numbers:
  • PBX Extensions – Automatically pulled from the system.
  • Custom Entries – Admins can manually add custom numbers.
• Predefined Order – Favorites are stored and displayed in a fixed order.
• Quick Access in DIALogixx:
  • Dialpad – Favorite numbers appear at the top.
  • Transfer Target Selection – Easily transfer calls to favorite numbers.
• Configuration: Admins can manage favorites in Admin > PBX > Favorite Numbers.
  
  

This update enhances call efficiency by ensuring commonly used numbers are always at your fingertips! 🚀

Learn More:
Favorite Numbers | logixx Help Center

 NEW FEATURE 

New Permission for Data Source Visibility

We’ve introduced a new Data Source permission to control access to specific fields for users.

The following fields are now controlled through permissions:

• Provider
• Provider ID
• Data Group
• Data Source
  
  
• Restrictions apply to:
  • Overview Tab
  • Pipeline View
  • Sorting/Filtering by Data Source
    
    

This enhancement ensures better control over sensitive data while maintaining flexibility for key users. 🚀

Learn More:
Managing Data Source Visibility with Role-Based Permissions | logixx Help Center 

 NEW FEATURE 

Unrestricted First Payment Date Permission

We've introduced a new permission to give users more flexibility when setting the First Payment Date (FPD).

What’s New?

• Permission: "Unrestricted First Payment Date"
• Located in Admin > Security Setup > Manage Roles
• If enabled, users can select ANY date as the First Payment Date.
• If disabled, the 14-day restriction still applies.

This update allows greater control over payment scheduling for authorized roles. 🚀

Learn More:
Unrestricted First Payment Date Permission | logixx Help Center

 NEW FEATURE 

State Calling Guidelines

We’ve introduced a new feature in Logixx CRM to enhance compliance and streamline call management 📞 

• State Calling Guidelines Configuration

  • A new feature under Admin > PBX > State Calling Guidelines allows admins to configure calling rules for each state.
  • These guidelines help ensure compliance with state-specific regulations.
    
    
    
    

• Applicant Profile Integration

  • The configured state calling guidelines are now displayed in the Applicant Profile > Overview Tab, providing agents with quick access to relevant calling restrictions.
    
    

This feature helps teams stay compliant with state-specific calling rules while improving efficiency in applicant communications.

Learn More:
State Calling Guidelines | logixx Help Center 

 NEW FEATURE 

Payment Information - Enrollment Tab

We have added new custom fields to the Enrollment Tab that automatically populate payment information from the FTP file. These fields replicate the headers in the FTP and ensure up-to-date payment details.

This enhancement improves efficiency by automating payment info updates directly within the Enrollment Tab. 🚀

Learn More:
Custom Fields for Payment Information in Enrollment Tab | logixx Help Center 

 FEATURE UPDATE 

Update to Recurring Start Date for Monthly Frequency

We've updated the Recurring Start Date field in the Enrollment Tab for Monthly payment frequency:

• Field renamed to Occurrence – users now select only the day of the month (1–31) instead of a full date.
• First Payment Date remains unchanged as a full date selection.
• When sending data to FORTH, ep_freq_interval now uses the selected day from Occurrence.
  
  

This update ensures correct data formatting while allowing more flexibility in setting recurring payments. 🚀

Learn More:
Update to Recurring Start Date for Monthly Frequency | logixx Help Center

 FEATURE UPDATE 

First Payment Date – Banking Holidays Restriction

We've added a new restriction to prevent Major Banking Holidays from being selectable as the First Payment Date (FPD) in Logixx.

• Major U.S. banking holidays (2025–2029) are now blocked from selection in the First Payment Date field.
• Holidays that fall on a Sunday (with banks closed the following Monday) are also excluded.
• If the "Unrestricted First Payment Date" permission is enabled, this restriction does not apply—users can still select any date.
  
  

This ensures compliance with banking schedules while maintaining flexibility for authorized users. 🚀

Learn More:
First Payment Date – Banking Holidays Restriction | logixx Help Center

 FEATURE UPDATE 

Calendar Event Editing & Deletion Restrictions

We have updated the behavior of calendar events in Logixx CRM to enhance and protect data integrity.

What’s Changed? 🔔 

• Editing Restrictions: Only the user who created a calendar event can edit it.
• Deletion Restrictions: Only the event creator can delete a calendar event. Unauthorized deletions by other users are now prevented.

Learn More:
Calendar Events : Edit and Delete | logixx Help Center